Reuters reports that Taiwan is increasingly leveraging its semiconductor leadership as a strategic tool, as the U.S. and Europe push for deeper cooperation and more geographically distributed AI chip manufacturing.
That raises a bigger question:
Who controls the compute?
The AI race isn't only about models. It's about chips, infrastructure, supply chains, and who ultimately has access to the capacity needed to build.
As compute becomes strategic infrastructure, control over it increasingly becomes geopolitical power.